PW
HEFA icon

PUREfi Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

PUREfi Wealth’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$299K Sell
7,030
-903
-11% -$38.9K 0.2% 138
2025
Q4 		$328K Hold
7,933
– – 0.25% 107
2025
Q3 		$314K Sell
7,933
-965
-11% -$37.2K 0.24% 112
2025
Q2 		$338K Buy
+8,898
New +$325K 0.27% 99

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PUREfi Wealth's HEFA Position: Q1 2026 in Review

PUREfi Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 11% in Q1 2026, selling an estimated $38.9K and leaving 7,030 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #138.

PUREfi Wealth first reported a position in HEFA in Q2 2025 and has held it in 4 quarters since. The position peaked at $338K in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • PUREfi Wealth held 7,030 shares of iShares Currency Hedged MSCI EAFE ETF worth $299K as of Q1 2026.
  • PUREfi Wealth sold 903 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $38.9K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.2% of PUREfi Wealth's portfolio in Q1 2026, its #138 holding.
  • PUREfi Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • PUREfi Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $338K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.